A process with clear boundaries
We document the current steps, exceptions and connected systems. Together, we choose a focused process and determine where automation is useful and technically feasible.
AI & automation
Let your systems handle the repeat work.
Copying enquiries, finding information and repeating the same follow-up steps. Heika examines where work gets stuck and builds focused automations. Where AI has a clear purpose, we introduce it with appropriate checks and room for human judgement.
01 / Sound familiar?
Does this sound like your working day?
- The same information is entered again in several different systems.
- Enquiries and tasks are delayed because follow-up depends on manual work.
- Information is scattered across documents, inboxes and separate tools.
02 / Tangible
What we can deliver
We agree the exact deliverables around your situation in advance.
Connections that move work forward
We connect suitable tools to transfer information and trigger actions. For example, an enquiry could create a customer record and prepare a task for the right colleague.
Visibility and control
You can understand what the automation does, how errors become visible and when someone needs to intervene. We also agree how maintenance and changes will be handled.
HEIKA / AUTOMATION
An illustration of a possible solution. Not a client case or a measured result.
Concept example
From incoming enquiry to focused follow-up
- The situation
- An installation company receives enquiries through a form. A team member copies the details, looks for missing information and manually creates a task for the appropriate colleague.
- A possible approach
- We would validate form details, identify duplicate contacts and create a follow-up task. AI could help structure free text, with checks before uncertain information is used further.
- Possible deliverables
- A focused workflow with an overview of processed enquiries, visible exceptions and a clear handover to a team member. Its behaviour would be tested against representative scenarios.
A useful first step
Choose one task that keeps coming back.
Show us how you handle that task today and which tools you use. We examine the steps, exceptions and access options before proposing a concrete approach.
Good to know
Frequently asked questions
Do we always need AI for this?
No. Fixed rules and integrations are often sufficient. We use AI when a task such as processing free text calls for it and quality can be adequately checked.
Can we keep using our current tools?
That depends on their integrations, access options and limitations. We first investigate what is possible with your existing systems and discuss any necessary changes in advance.
What happens if an automation fails?
We agree in advance how errors are reported and who handles them. Relevant exceptions are passed to a team member or an agreed manual next step.
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